Manage your private equity portfolio
As an investor, analyze the key indicators of each investment to control the realisation of the business plan.
Private equity funds and investment funds, manage all your holdings
Short term plan, strategic partnership with limited influence, dilution or not of the shareholding: private equity is a response to the growth rate expectations being faced by SMEs and ITEs. For investors, these operations require access to information and regular monitoring to anticipate the exit.
Pain point
- What if the investment includes several types of intervention such as shares, bonds with share subscription warrants attached and bonds convertible into shares ?
The Desk response
- The Agency service allows you to record all types of tranches (equity, mezzanine and junior) within a single file. In case of co-investment, you can give access to the file to your co-investors.
Problems of the Director of participations
- How to ensure that the company's business plan is carried out over time and that the required ESG criteria are met?
The Desk response
- The Agency service enables you to record all the financial and extra-financial indicators to be monitored throughout the duration of the operation. Monitoring of EBITDA, annual sales revenue, ESG criteria... Record the values the main shareholder must provide, in order to alert him automatically before each control.
Problems of the Director of participations
- How to centralize the annual documentation provided by the main shareholder?
The Desk response
- The Desk enables you to centralize, in a secure dataroom, the key elements for effective compliance. Minutes of general meetings, revised business plans, investment committee decisions, auditor's report, etc.
Let’s meet!
The Desk, a unique solution and many benefits :
A collaborative space to work easily with the main shareholder and your co-investors
Tools so that all businesses, front, middle and back offices can work together
A single platform to manage all the holdings in your portfolio
Traceability of your entire portfolio to comply with the regulator's recommendations
